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“Jump” around in Sharetec using the “Jump To” drop down menu option. This feature allows you to use your keyword to search within a Workspace, Menu, or Action for any function that is available in Sharetec. To use it, go to Tools then Options at the top of any screen.

Would you like to decrease your expenses each month?

Offer your members a more efficient, faster and environmentally friendly way to receive their financial information, and in return you will save BIG money.

With Sharetec’s eNotices, members have easy access to notices, letters and other correspondence related to their account. Not only will they get information faster through eNotices than they would through traditional mail, your credit union can save big money on postage expenses, as well as additional savings from envelopes, paper, ink, folding and staff time.

Click here to read more.

 

When adding a relationship record (relations tab in central information), it is important to remember to fill out all address and contact information. Some programs in Sharetec look to those records in order to print that information in reports and forms. To use the data in an existing member record, click the look button next to the Joint Member # field to search for the member account to fill in many of the fields in the relation record.

If a member needs to be looked up using an ATM card number, mark the ATM box and type * in the search area. Then enter the last few numbers of the ATM/Debit card and click search.

If you offer a promotional CD rate and/or want to automatically convert a CD to another type at maturity, go to the Administration Workspace and update the CD type in Share Products.  Set the renewal code to Convert and set the Convert Type to the CD product that you want to change to.  At maturity, the CD posting program will renew the CD to the new type with a new CD number.